by David Wagner | Apr 6, 2021 | Blog
In the essence of continuing our inner George Costanza of doing the complete opposite of what normal nomenclature says, we are giving you Part 2 of this series alongside Part 1. So, let’s fast-forward into the future life of the boorish George Costanza – which we get...
by David Wagner | Mar 18, 2021 | Blog
For those not familiar with the greatest TV show ever, George Costanza was the unlovable loser from the iconic ‘90’s sitcom “Seinfeld”. Ignorant, callow and a notoriously bad tipper, he seems like an unlikely source of investment advice. However, in a rare moment of...
by John Luke Tyner | Mar 8, 2021 | Blog, Fixed Income
One question we’ve gotten a lot recently is how can investors position portfolios if we see some inflationary pressure… are Treasury Inflation-Protected Securities (TIPS) a good idea? What are TIPS? Straight from the Treasury… “The principal of a TIPS increases with...
by John Luke Tyner | Feb 24, 2021 | Blog, Fixed Income
As advisors often see, high-income investors love municipal bonds. And for the most part we’ve shared that love. Tax-favored income and low correlation to equities, what’s not to love? But it seems investors are piling in with little regard for price, even with...
by John Luke Tyner | Feb 18, 2021 | Blog, Fixed Income
Convertible Bonds experienced an incredible 2020 and start to 2021. The Bloomberg Convertible Index outperformed both the S&P 500 and Nasdaq indices in 2020. We can’t mention CB’s without highlighting Tesla which attributed approximately half of the 2020...
by David Wagner | Jan 29, 2021 | Blog
Disclosure: Yes; I understand that these types of articles aren’t the most fun to read (nor write), but we’ll try to make this as easy as possible Last year, about this time, the topic of Modern Monetary Theory (MMT) was being widely discussed by the media, and...
